Mulya.ai
Ticker
MSFT
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredYes
Key Assumptions
WACC ?9.0%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.107
Beta (levered) ?1.121
Terminal OM% ?40.1%
Segment conc. ?35% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 18.0%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

MSFT · Microsoft Corporation

$420.262026-05-17
Sector: Technology; Industry: Software - Infrastructure; Sub-Industry: Systems Software

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr) · Leases factored
Bull
$518
+23.2% vs market
Base · active
$514
+22.3% vs market
Bear
$256
-39.1% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $256
Market $420
Base $514
Bull $518
Median $590
Market Price $420
Mulya.ai Base $514
Analysts Median $590
Mulya.ai IV range ($256 · $518)
Analysts Range ($392 · $675)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2022.Q2$168.1B46.6%10.7%$70.0B−$63.1B$6.9B6.6%38.6%$181.5B$8.21
2023.Q2$198.3B18.0%47.2%18.3%$76.4B−$87.0B−$10.6B8.7%36.0%$242.6B$9.75
2024.Q2$211.9B6.9%46.8%18.4%$81.0B−$141.6B−$60.7B8.5%27.2%$353.2B$9.70
2025.Q2$245.1B15.7%50.1%18.4%$100.2B−$103.8B−$3.6B9.7%26.0%$417.4B$11.81
2026.Q2$305.5B24.6%52.3%18.6%$130.1B−$134.1B−$3.9B9.3%28.1%$509.7B$15.9919.6
italics below = DCF projection · 10yr Rev CAGR: 15.5%
2027.Q2$356.2B+16.6%51.6%18.8%$149.4B−$164.9B−$15.4B8.9%−$14.2B25.2%$674.5B$17.8623.5
2028.Q2$413.1B+16.0%51.6%18.9%$173.0B−$140.4B$32.6B8.9%$27.5B23.2%$814.9B$20.6720.3
2029.Q2$484.7B+17.3%51.6%19.0%$202.6B−$142.6B$60.0B8.9%$46.5B22.9%$957.5B$24.2217.4
2030.Q2$589.9B+21.7%51.6%19.2%$246.2B−$214.9B$31.3B8.8%$22.3B23.1%$1172.4B$29.4214.3
2031.Q2$732.0B+24.1%51.6%19.3%$304.9B−$279.2B$25.8B8.8%$16.8B23.2%$1451.6B$36.4511.5
Term. Yr+$1339.9B4.1%40.1%20.0%$429.8B−$98.0B$331.9B8.6%$3179.4B18.0%
Active scenario IV: $514 (+22.3% vs market)